Matthews India One Year Return vs. Cash Position Weight

MIDNX Fund  USD 28.23  0.23  0.82%   
Based on the key profitability measurements obtained from Matthews India's financial statements, Matthews India Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Matthews India's ability to earn profits and add value for shareholders.
For Matthews India profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Matthews India to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Matthews India Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Matthews India's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Matthews India Fund over time as well as its relative position and ranking within its peers.
  
Check out Correlation Analysis.
Please note, there is a significant difference between Matthews India's value and its price as these two are different measures arrived at by different means. Investors typically determine if Matthews India is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Matthews India's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Matthews India Fund Cash Position Weight vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Matthews India's current stock value. Our valuation model uses many indicators to compare Matthews India value to that of its competitors to determine the firm's financial worth.
Matthews India Fund is regarded fourth largest fund in one year return among similar funds. It is rated below average in cash position weight among similar funds creating about  0.04  of Cash Position Weight per One Year Return. The ratio of One Year Return to Cash Position Weight for Matthews India Fund is roughly  24.17 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Matthews India by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Matthews India's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Matthews India's earnings, one of the primary drivers of an investment's value.

Matthews Cash Position Weight vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Matthews India

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
31.90 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Matthews India

Cash Percentage

 = 

% of Cash

in the fund

 = 
1.32 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.

Matthews Cash Position Weight Comparison

Matthews India is regarded fifth largest fund in cash position weight among similar funds.

Matthews India Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Matthews India, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Matthews India will eventually generate negative long term returns. The profitability progress is the general direction of Matthews India's change in net profit over the period of time. It can combine multiple indicators of Matthews India, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, which include borrowings for investment purposes, in publicly traded common stocks, preferred stocks and convertible securities of companies located in India. A company or other issuer is considered to be located in a country or a region, and a security or instrument is deemed to be an Asian security or instrument, if it has substantial ties to that country or region.

Matthews Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Matthews India. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Matthews India position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Matthews India's important profitability drivers and their relationship over time.

Use Matthews India in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Matthews India position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Matthews India will appreciate offsetting losses from the drop in the long position's value.

Matthews India Pair Trading

Matthews India Fund Pair Trading Analysis

The ability to find closely correlated positions to Matthews India could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Matthews India when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Matthews India - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Matthews India Fund to buy it.
The correlation of Matthews India is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Matthews India moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Matthews India Fund moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Matthews India can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Matthews India position

In addition to having Matthews India in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Rentals Thematic Idea Now

Rentals
Rentals Theme
Companies providing rental and leasing services to public and business. The Rentals theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Rentals Theme or any other thematic opportunities.
View All  Next Launch
Check out Correlation Analysis.
You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

Complementary Tools for Matthews Mutual Fund analysis

When running Matthews India's price analysis, check to measure Matthews India's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Matthews India is operating at the current time. Most of Matthews India's value examination focuses on studying past and present price action to predict the probability of Matthews India's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Matthews India's price. Additionally, you may evaluate how the addition of Matthews India to your portfolios can decrease your overall portfolio volatility.
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Equity Valuation
Check real value of public entities based on technical and fundamental data
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Bonds Directory
Find actively traded corporate debentures issued by US companies
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Financial Widgets
Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets
To fully project Matthews India's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Matthews India Fund at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Matthews India's income statement, its balance sheet, and the statement of cash flows.
Potential Matthews India investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Matthews India investors may work on each financial statement separately, they are all related. The changes in Matthews India's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Matthews India's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.